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Otter Tail

248 hedge funds and large institutions have $1.33B invested in Otter Tail in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 77 increasing their positions, 76 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more call options, than puts

Call options by funds: $2.31M | Put options by funds: $458K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

83% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 24

9% more capital invested

Capital invested by funds: $1.22B → $1.33B (+$111M)

6% more funds holding

Funds holding: 235248 (+13)

1% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 76

0.67% more ownership

Funds ownership: 47.07%47.74% (+0.67%)

Holders
248
Holders Change
+13
Holders Change %
+5.53%
% of All Funds
4.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
44
Increased
77
Reduced
76
Closed
24
Calls
$2.31M
Puts
$458K
Net Calls
+$1.85M
Net Calls Change
+$648K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
151
Alerus Financial
North Dakota
$270K -$4.51K -71 -2%
JIR
152
James Investment Research
Ohio
$270K +$256K +4,025 New
Citigroup
153
Citigroup
New York
$267K +$31.4K +494 +14%
VBFP
154
Valtinson Bruner Financial Planning
Minnesota
$264K
IFS
155
Ifrah Financial Services
Arkansas
$262K -$8.14K -128 -3%
AF
156
Advisornet Financial
Minnesota
$258K -$43.2K -679 -15%
AG
157
Algert Global
California
$258K
MPI
158
Mairs & Power Inc
Minnesota
$255K
WG
159
Winton Group
United Kingdom
$253K +$16.4K +258 +7%
SS
160
Simplicity Solutions
Minnesota
$252K +$239K +3,761 New
CTA
161
Chesley Taft & Associates
Illinois
$247K
DU
162
Delphia (USA)
Ontario, Canada
$247K +$234K +3,675 New
CCP
163
Corient Capital Partners
California
$246K +$9.09K +143 +4%
NP
164
NorthRock Partners
Minnesota
$242K -$303K -4,770 -57%
New York State Teachers Retirement System (NYSTRS)
165
New York State Teachers Retirement System (NYSTRS)
New York
$242K
CIM
166
Contravisory Investment Management
Massachusetts
$236K
Stifel Financial
167
Stifel Financial
Missouri
$234K -$14.9K -235 -6%
FIA
168
Foundations Investment Advisors
Arizona
$224K
CC
169
Corton Capital
Ontario, Canada
$224K +$212K +3,331 New
GHA
170
GW Henssler & Associates
Georgia
$221K +$209K +3,291 New
SCA
171
Snowden Capital Advisors
New York
$209K +$198K +3,119 New
PAMS
172
Pictet Asset Management (Switzerland)
Switzerland
$208K +$197K +3,105 New
AIP
173
Ameritas Investment Partners
Nebraska
$207K -$9.03K -142 -4%
BBNA
174
Bremer Bank National Association
Minnesota
$205K +$194K +3,058 New
VPIM
175
Vanguard Personalized Indexing Management
California
$204K +$193K +3,036 New

OTTR Hedge Fund Activity: Q2 2022 in Review

248 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2022, worth a combined $1.33B — up 9.1% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new OTTR positions and 24 closed out — a net gain of 20 holders — while 77 added to existing stakes and 76 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.7M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $9.69M sold.

  • 248 institutional investors held Otter Tail (OTTR) as of Q2 2022, up from 235 in Q1 2022.
  • Funds reported $1.33B of Otter Tail stock for Q2 2022, up 9.1% quarter-over-quarter.
  • 44 funds opened new Otter Tail positions in Q2 2022 and 24 closed out, a net change of +20 holders.
  • The largest Otter Tail buyer in Q2 2022 was Morgan Stanley, an estimated $9.7M added.
  • The largest Otter Tail seller in Q2 2022 was Adage Capital Partners, an estimated $9.69M sold.

Based on aggregated 13F filings for Q2 2022.